See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FOSTER & FOSTER8+ years Filed as: FOSTER WEALTH INC. Service code 27 5 CENTERPOINTE DRIVE · LAKE OSWEGO, OR 97035 | Advisory (Plan) | $37,869 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $3,451 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,559 | $54,701-35.0% | $86,188-58.7% | $71,457-50.2% |
| Participation rate | 86.6% | 60.1%+26.5pp | 69.0%+17.6pp | 67.9%+18.7pp |
| Annual return | 16.28% | 20.06%-3.8pp | 1168.45%-1152.2pp | 28.85%-12.6pp |
| Employer contribution / active EE | $2,708 | $1,265+114.1% | $2,380+13.8% | $2,588+4.7% |
| Participant deferral / active EE | $4,952 | $3,108+59.3% | $3,985+24.3% | $4,289+15.5% |
| Admin fee / account holder | $110 | $1,922-94.3% | $6,852-98.4% | $1,587-93.0% |